• About Joan Norton

    Serving Her Clients and Community: Joan K. Norton, CMFC, RFC, LLC

    The principal financial advisor of Joan K. Norton & Associates, Joan Norton, CMFC, RFC, LLC, has a diverse practice serving the Woburn, MA area. Prior to founding her firm in 1987, she received her undergraduate degree from the University of Massachusetts and earned an MBA in finance from Babson College. Joan Norton’s financial advisory services take a long-term approach while addressing each client’s short-term needs in areas like portfolio allocation strategies, mutual fund investments, and other personal and business financial services.

    Apart from her work as a financial advisor, she is a committed sponsor of environmental protection and animal rights. When she’s not tending to her garden or landscaping, she likes to travel and go kayaking. An honorary member of the Verizon Retirees Club, Ms. Norton supports a number nonprofit and philanthropic organizations in Woburn, MA, and throughout the United States.

    BrokerCheck
    Joan K. Norton & Associates offers Securities through International Assets Advisory LLC, an Independent Registered Broker/Dealer Member FINRA/SIPC. Investment Advisory Services offered through International Assets Investment Management, LLC, an SEC Registered Investment Advisor.

    www.finra.org www.sipc.org

  • Experiences

    Financial Advisor
    Joan K Norton FSC Securities

    Jan 1987 - Present

  • Education 

    MBA Finance
    Babson College

    Master's in Business Administration
    University of Massachusetts

  • Contact

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